Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,995 | $154,228-88.3% | $145,433-87.6% | $137,256-86.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.34% | 74.59%-44.2pp | 66.58%-36.2pp | 220.34%-190.0pp |
| Employer contribution / active EE | $3,324 | $4,804-30.8% | $4,554-27.0% | $4,156-20.0% |
| Participant deferral / active EE | $5,853 | $8,216-28.8% | $7,897-25.9% | $6,407-8.6% |
| Admin fee / account holder | $42 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |